Configure View Columns

The visibility and order of the properties that are shown in the Documents list in Portal and in many of the document views in Meridian Cloud are configurable. You can toggle the visibility of most of the system properties and custom properties as well as change the order and width of the columns in each view.

To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.

Configurable View Types

The view types that are configurable and the corresponding views that they define are:

Configurable view types
View Type	Portal Views	PowerWeb Views	Notes
Master Documents	Not applicable	Classification Document Type - File Type Facility Breakdown Folders
Documentation	Not applicable	Status - Person Discipline
Master Assets	Not applicable
Master Documents	Not applicable	Classification Document Type - File Type Facility Breakdown Folders
Package Documents	Documents list on the Package Details page	Not applicable
Project Copies	Not applicable	Project Copies
Project Documents	Clipboard Documents List	All To-Do List My To-Do List Active Comments Projects Deliverables Search Results	This view type is used to configure the visibility and order of the properties for internal project members.
Project Documents - External	Clipboard Documents List	Not applicable	This view type is used to configure the visibility and order of the properties for external project members and users with the Contractor role.
Project Documents - Review	Documents List for Review Package	Not applicable	Three additional columns are available: Response, My Response, and Reviewed.
Referenced Documents	References tab for a document Where Used tab for a document	References dialog box	Learn more about document references.
Revision	Not applicable	Revisions dialog box

Configure View Columns

To configure the view columns:

On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon .

The Account Settings page appears.
In the menu, click Column Views.

The Column Views list appears and shows the current configuration of the view selected from the Column View Types list in the header.
To configure a different view, select it from the Column View Types list in the header.

Refer to the Configurable View Types table above for more information about the available view types.
Choose between two options:
- Select Enabled Only from the Show field to only show the columns that are enabled for this column view.
- Select All from the Show field to view all columns that can be added to the column view.
For each column that you want to configure:
1. Click the Enabled toggle to display or hide the column.
2. Drag and drop the column to the position you want it to appear.
  
  You can only drag and drop columns which have been enabled. The column at the top of the list will be the first column on the left, and the column at the bottom of the list will be the last column on the right.
3. To change the width of a column:
  1. Click the down arrow in the Column width column.
    
    A pop-up appears.
  2. Click the arrow buttons in the Custom field to specify a custom width (in characters).
    
    To switch from a custom width to automatic width, delete the custom width.
  3. Click Apply.
4. To change the caption of a column see Manage Custom Properties.